Managing planner access: Difference between revisions

From Planfix
Jump to: navigation, search
(Created page with "== Go To == *Planner *Feature Description")
 
No edit summary
Line 1: Line 1:
By default, only the creator of a planner has access to it. You can configure access to a planner you have created for [[coworkers]] and [[clients]]. Access is configured in the menu that appears when you click on the planner name:
<screenshot>
<screenshot>
===Important===
*Having access to a planner doesn't automatically give you access to all the tasks in the account that meet the conditions of the planner. In order for a user to see a task in a planner, the user must have access to it. One consequence of this is that different users may see a different set of tasks in the same planner.
*In the planner's hourly block, availability is shown for a certain period of time. Information on tasks the viewing user doesn't have access to is not disclosed:
<screenshot>
== Go To ==
== Go To ==
*[[Planner]]
*[[Planner]]
*[[Feature Description]]
*[[Feature Description]]

Revision as of 00:25, 10 April 2020

By default, only the creator of a planner has access to it. You can configure access to a planner you have created for coworkers and clients. Access is configured in the menu that appears when you click on the planner name:


<screenshot>


<screenshot>


Important

  • Having access to a planner doesn't automatically give you access to all the tasks in the account that meet the conditions of the planner. In order for a user to see a task in a planner, the user must have access to it. One consequence of this is that different users may see a different set of tasks in the same planner.
  • In the planner's hourly block, availability is shown for a certain period of time. Information on tasks the viewing user doesn't have access to is not disclosed:


<screenshot>


Go To